+1,514.4%
GE vs FLEX
+4,757.6%
-3,243.2%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +4.6% | -1.9% | +1.7% |
| 7D | +7.1% | -19.3% | +26.4% | +11.7% |
| 30D | +6.5% | -41.5% | +48.0% | +18.4% |
| 3M | -13.6% | -43.1% | +29.5% | -3.6% |
| 6M | +6.0% | -48.2% | +54.2% | +19.0% |
| YTD | +5.4% | +15.5% | -10.1% | -2.9% |
| 1Y | +6.5% | +10.2% | -3.8% | -1.2% |
| 3Y | +268.6% | +256.8% | +11.8% | +159.0% |
| 5Y | +389.0% | +408.2% | -19.2% | +215.1% |
| 10Y | +163.3% | +580.9% | -417.6% | +51.1% |
| All | +1,514.4% | +4,757.6% | -3,243.2% | +561.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded FLEX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling